Styling the external payment page

If you want to customize the look and feel of the external payment page, have a look at Worldline's MyCheckout hosted payment pages.

Standard Order Workflow

This section describes the standard workflow of an order when using Worldline. Special cases and actions will be documented in their respective chapters.

Order placement

The payment method list offers a dynamic list, depending on the customer's billing address country, order amount.

After placing an order and completing the payment, the customer is redirected back to Magento® and will see the status message from the Payment statuses frontend output section, depending on the status of the payment.
If everything went right, the payment status will be in PROCESSING (direct capture), or PAYMENT_REVIEW (delayed capture).

Direct Capture

If you are using Direct Capture mode (see section Capture Settings), Orders that are processed with Worldline are automatically captured.

• the order state will be set to PROCESSING
• the invoice will be marked as PAID
• the funds are transferred to the merchant's account.

Delayed Capture

If you are using the Delayed Capture mode (see section Capture Settings), Orders that are processed with Worldline have to be manually captured (approved) by you, either in the Magento® admin (Accept Payment), or Worldline Payment Console (Settle Payment).

• the order state will be PAYMENT_REVIEW,
• the invoice status will be PENDING.

This will change after some time, as soon as Worldline reports the capture as complete. When the payment status is set to CAPTURED by Worldline:

• the order state will be set to PROCESSING
• the invoice will be marked as PAID
• the funds are transferred to the merchant's account

From now on, it is possible to perform a Refund. This is explained further below.

Refresh payment status

You can quickly "pull" the current payment status from the Worldline's Global Collect platform using the Get Payment Update button on the order details page (only applicable when the transaction is in PAYMENT REVIEW status). See also the section Order update.

Refund (create creditmemo)

You can trigger refunds on the Worldline's Global Collect platform using Magento's® standard refund function. You can also issue refunds from Worldline Payment Console.

To see if a payment can be refunded, you can check its Transaction information. Look at the value isRefundable in the table.

Follow these steps to make a refund:

• Go to the order details page.
• Important: You must open the invoice you want to refund.
• Then select Creditmemo from the top menu.
• Adjust the refund amount if needed, and select Refund at the bottom of the page.

Important: use online refunds

Do not choose Refund Offline when creating a credit memo. Only online refunds will be registered with the Worldline platform. If you select Refund offline, the buyer will not get their money back. Similar to captures, refunds will not be processed immediately. There will be a slight time delay. Refunds through Worldline must be explicitly approved (confirmed) on the Credit Memo details page. As long as the refund is in status PENDING, it can be canceled on the Credit Memo details page.

Cancel orders

Orders that were created using the Worldline module can be cancelled with Magento's® standard cancel function.

If possible, this will cancel the order on the Worldline Global Collect platform as well.

To see if a payment or refund can be cancelled, you can check its Transaction information. Look at the value isCancellable in the table.

Denying a Suspected Fraud order will also result in a cancellation, as explained in the section Fraud handling.

Transaction information

You can look up detailed information about the status of a payment in Sales  Transactions  Open a transaction.

This shows in-depth details about the transaction status. The data received from Worldline's Global Collect platform, and the same is available in Worldline Payment Console.

Refunds create separate transactions which show the current status of the refund.

Update an Order manually

A payment or refund status can get updated automatically via Webhooks. Alternatively, there are these additional ways to get status updates from the Worldline's Global Collect platform:

Click the Get Payment Update button at the top of the order details view. You will see a message if any changes were found, and the order status will be updated accordingly.

Fraud handling

Worldline offers automatic fraud detection.

If Worldline has detected a possible fraud:

• The transaction will show a FRAUD_SUSPECTED order status.
• A Fraud notification email will be sent to the fraud manager.

Payments that are in Suspected Fraud can only be processed further after being approved or denied by the merchant.

To approve or deny a payment, go to the order details page and use the buttons in the top menu.

The result will be:

• A denied payment will cancel the order, as explained in the section Cancel orders.
• An approved payment will make the order ready for Capture (direct or delayed).

The difference between the Cancel and Void operations

In the order detail's view, you will often have the ability to either "Cancel" or "Void" an order.

To cancel an order means to cancel every transaction related to the order and make it impossible to create any further transactions (invoices, creditmemos, etc.). The "Void" action only cancels an order invoice (a capture transaction), leaving the order itself intact for further capture operations.

Worldline Payment Console

Please note that actions available in the Magento® admin is also possible in the Worldline Payment Console (Pre-Production / Production).